How to Work with Reports in Quicken 2010 - dummies

How to Work with Reports in Quicken 2010

By Stephen L. Nelson

Quicken 2010 produces a bunch of different reports. To make sense of what may otherwise become mass confusion, Quicken arranges all its reports into groups: Banking, Comparison, Investing (available when you’ve set up investment accounts), Net Worth & Balances, Spending, Tax, Rental Property (if you’re using Quicken Rental Property Manager), and Business (if you’re using Quicken Home & Business).

Accessing Quicken reports

Access the reports in one of these groups:

  1. Click the Home, Banking, Planning, or Business tab.

  2. Click the All Reports and Graphs button.

  3. Select the report group that you want to see in the Reports pop-up menu.

    As you may know, those little triangles to the right of menu commands tell you that another menu follows.

This figure shows the Banking group of reports.


Creating a report

Create a Cash Flow report (or any other report, for that matter) on the fly:

  1. Select the report on the appropriate menu.


    For example, to create the Cash Flow report, click the Home tab, click the All Reports and Graphs button, and choose Banking→Cash Flow. Quicken then creates the report, placing it in a newly opened window.

  2. After you create a report, change the report date or date range by using the boxes at the top of the report.

Previewing reports in Quicken

Find out what type of information a report includes before you create the report, or simply preview a report:

  1. Click the All Reports and Graphs button, and then select Reports & Graphs Center.

    The Reports & Graphs window appears.


  2. Select a report group by clicking a topic on the left side, and then select the report with the report group that you want to create.

    You can change the report date or date range by using the box(es) provided.

  3. Click the Show Report button to create the report.

    If you don’t enter a new range of dates, Quicken assumes that you want to include transactions from the start of the current calendar year through the present date.

Reports that show account balances — such as the Account Balances report, the Net Worth report, the Balance Sheet report, or the Portfolio Value report — don’t need a range of dates because these reports show account balances as of a specific date. In these cases, if you don’t enter a date, Quicken assumes that you want account balances for the current system date from your computer’s internal clock.

Printing a Quicken report

After you create it, print your report:

  1. Click the Print Report button.


    Quicken displays the Print dialog box.

  2. To accept the given specifications — which are almost always fine — just click Print.

    You’ll never guess what happens next: Quicken prints the report!

To modify the default printing suggestions, use the option buttons and text boxes in the Print dialog box to mix it up a bit before you click Print:

  • Print To: Tell Quicken where it should send the report it produces: to the printer or to a disk file. If you choose to print it to a file, Quicken displays another dialog box you use to specify where the print file should be located and what the print file should be named.

  • Print Range: Printing a long report? Consider using the Print Range option buttons and text box to specify that you want to print only a specified range of pages.

  • Copies: In the Number Of Copies text box, tell Quicken to print multiple copies of a report.

  • Page Scaling: You can click the Page Scaling Adjust To button and then enter a squishing percentage. Or you can click the Page Scaling Fit To button and then specify the report size as a certain number of pages wide by a certain number of pages tall.

  • Print What: Flip-flop between printing a graph and printing a report of the Quicken data you’ve said you want to see a report on.

  • Orientation: Specify how Quicken prints a report on pages: vertically (Portrait) or horizontally (Landscape).

  • Ink Color: If you use a color printer, Quicken provides Ink Color option buttons.

  • Fonts: Customize the look of your report by changing the font settings (point size, font, style, and so on) of the text used for your report’s header text and body text.

  • Adjust Margins: Click the Adjust Margins button, and then change the printed report’s margins by changing the margin settings.